Every workplace – modern or otherwise – works with customers, often multiple contacts per organization. Every worker in every workplace needs to accomplish tasks. Every modern workplace tries to connect those tasks to those companies and contacts to keep track of customer relationships.
What makes it a modern workplace isn’t just keeping track of contacts and tasks electronically; it’s keeping them connected, organized, and easy to complete. Those company contacts must be maintained in one place and reusable in any other place. All "to-do" tasks should be easily collected and filtered so one person can see a list of today’s tasks and complete them without distraction. And any of these items (tasks, contacts, companies) might need to have more information recorded about them than a simple memo field can manage, so it should be possible to attach documents to everything – manageable, versionable documents.
That’s what this app does. It’s useful in its own light, but it’s even more useful as the foundation for other applications you might want to build.
An account is the roll-up point for everything and anything: a customer, a supplier, a contractor, or a partner. And not every organization has a single location, a single point of contact, or a single… well… anything. This lets you maintain multiple addresses per account, multiple contacts per account, and connect the right people to the right location for the righ purposes. Robust filtering and searching makes it possible to quickly find and peruse account info at will.
In order to get things done, there’s a huge payoff to being able to see an overview of all tasks but allow one to look at today’s tasks as well. It’s even more important to be able to see those tasks in one place no matter where they were created; some tasks involve expense requests, others are tied to projects, others are sales-related – they come from everywhere. Well, here you’ll find a consolidated view, a timeline view, and an ability to filter/sort/search for tasks the way you want.
Storing documents in the right place, e.g., for a customer or task, isn’t difficult. SharePoint makes that easier than classic filing systems. You can add extra descriptive information to them. You can track revisions to them. You can do all of that from a browser or from Microsoft Office apps. And you can synchronize them with your local machine for offline use. But it helps a lot more when those documents are automatically tagged with contact, company, and location information.
Perusing sets of list items and library documents is great for editing and interacting with account data, but sometimes, especially for reporting and meeting preparation purposes, seeing everything about an account in a single place – and even in a single document – is both more comfortable and less time-consuming. You can maintain data in forms but consume it in documents – it just takes one click.